Terms of Service
A legal disclaimer
These Terms of Service govern your access to and use of the Woven Tally website.
By using this website or submitting an inquiry, you agree to these Terms. If you do not agree, please discontinue use of the website.
About Our Services
Woven Tally provides financial services that may include bookkeeping, financial reporting, financial planning and analysis, fractional Controller support, fractional CFO advisory, and project-based financial services.
Information provided on this website is for general informational purposes and does not create a client relationship.
Client Engagements
All client services are governed by a separate written agreement, proposal, or statement of work.
That agreement will define the applicable:
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Scope of services
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Deliverables and timelines
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Fees and payment terms
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Client and Woven Tally responsibilities
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Confidentiality requirements
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Termination terms
If these website Terms conflict with a signed client agreement, the signed client agreement will control regarding that engagement.
This follows the structure already included in your current document, which states that each engagement has a separate agreement covering scope, deliverables, timelines, fees, and communication expectations.
Website Information and Client Engagements
Information provided on this website is for general informational purposes and is not tailored to the specific financial or accounting circumstances of any individual or business.
Woven Tally provides professional accounting and financial services through formal client engagements. Any analysis, recommendations, or guidance we provide will be based on the agreed scope of services and the information available to us.
Use of this website, submission of an inquiry, or participation in an introductory consultation does not by itself create a client relationship or constitute individualized accounting, financial, tax, legal, or investment advice.
Woven Tally provides accounting and financial services based on each client’s specific needs, agreed scope of work, and the information made available to us. Website content should not be relied upon as individualized accounting, financial, tax, legal, or investment advice.
For matters outside the scope of an engagement with Woven Tally, you should consult an appropriately qualified professional.
Financial Guidance and Business Outcomes
Woven Tally provides financial reporting, analysis, forecasting, and recommendations based on the scope of each engagement and the information available to us.
Our goal is to give clients clear, reliable financial insight that supports stronger decision-making. Because business performance can also be affected by market conditions, operational changes, and other circumstances beyond our control, actual results may vary.
Clients retain responsibility for final business decisions.
Accuracy of Website Information
Woven Tally makes reasonable efforts to ensure that the information presented on this website is clear, accurate, and current. However, website content may not reflect every client’s specific circumstances and may be updated, revised, or removed at any time.
Acceptable Website and Client Portal Use
You agree to use the Woven Tally website, client portal, and dashboard only for lawful and authorized business purposes.
When using the client portal or dashboard, you are responsible for ensuring that the information and documents you upload are accurate, complete, current, and authorized for Woven Tally to access and process.
You may not:
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Attempt to gain unauthorized access to the website, client portal, dashboard, systems, accounts, or data
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Share your login credentials with unauthorized individuals
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Upload false, misleading, harmful, unlawful, or unauthorized information
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Upload files containing malicious software, viruses, or other harmful content
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Interfere with the security, operation, or availability of the website, portal, or dashboard
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Access or attempt to access another client’s information
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Copy, reproduce, distribute, or commercially use website or portal content without written permission
You are responsible for maintaining the confidentiality of your login credentials and for activity conducted through your account. Please notify Woven Tally promptly if you believe your account or information has been accessed without authorization.
Intellectual Property
The Woven Tally name, branding, website content, graphics, service descriptions, frameworks, templates, processes, and original materials are owned by Woven Tally or used with permission.
Website and client portal content may be viewed and used only for personal or internal business purposes related to evaluating or receiving Woven Tally’s services. It may not be copied, reproduced, modified, distributed, sold, or commercially used without prior written authorization.
Clients retain ownership of their financial data, business records, and documents uploaded through the client portal or dashboard. Woven Tally retains ownership of its pre-existing tools, methodologies, templates, processes, frameworks, and other proprietary materials unless otherwise stated in a signed agreement.
Third-Party Services and Links
The website, client portal, and dashboard may include links to or rely on third-party websites, scheduling tools, communication platforms, payment processors, document storage providers, analytics services, or other external systems.
Woven Tally does not control and is not responsible for the availability, content, security, privacy practices, or performance of third-party services. Use of those services may also be subject to the third party’s own terms and privacy policies.
Privacy and Security
Information submitted through the website, client portal, or dashboard is handled in accordance with our Privacy and Security Policy.
Please use the secure client portal or another approved method when submitting financial records, account information, or other sensitive documents. Do not send passwords, full account credentials, Social Security numbers, or similar highly sensitive information through a general website form or unsecured communication method.
Limitation of Liability
To the fullest extent permitted by applicable law, Woven Tally is not responsible for indirect, incidental, special, or consequential losses arising from the use of, or inability to use, the website, client portal, or dashboard.
Woven Tally is also not responsible for decisions made solely based on general website information. Any responsibilities or liability related to paid client services will be governed by the applicable signed client agreement.
Responsibility for Website and Portal Use
Users are responsible for the information they submit and for using the website, client portal, and dashboard in accordance with these Terms.
Woven Tally is not responsible for claims, losses, or expenses resulting from misuse of the website or portal, unauthorized account access caused by a user’s failure to protect login credentials, false or inaccurate submissions, or violations of another party’s rights.
Changes to These Terms
Woven Tally may update these Terms periodically to reflect changes in our website, client portal, services, business practices, or legal requirements.
The revised version will be posted on this page with an updated effective date. Continued use of the website, client portal, or dashboard after changes are posted means you accept the updated Terms.
Governing Law
These Terms are governed by the laws of the Commonwealth of Virginia, without regard to its conflict-of-law principles.
Woven Tally provides services to clients throughout the United States. Nothing in these Terms is intended to limit any rights or protections that cannot legally be waived under applicable federal, state, or local law.